Winch Advisory Services’s SunTrust Banks, Inc. STI Stock Holding History

Winch Advisory Services’s Portfolio STI Stock Details STI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-762	Closed	-$52K	–	371
2018 Q1	$52K	Hold	762	–	–	0.03%	111
2017 Q4	$49K	Hold	762	–	–	0.03%	103
2017 Q3	$43K	Sell	762 -1,730	-69%	-$97.8K	0.03%	103
2017 Q2	$141K	Sell	2,492 -1,939	-44%	-$108K	0.09%	83
2017 Q1	$245K	Buy	+4,431	New	+$254K	0.16%	75

Other funds holding STI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's STI Position: Q2 2018 in Review

Winch Advisory Services sold out of SunTrust Banks, Inc. (STI) in Q2 2018, closing a stake of 762 shares — an estimated $52K sold.

Winch Advisory Services first reported a position in STI in Q1 2017 and held it in 5 quarters. The position peaked at $245K in Q1 2017. 864 funds tracked by Wall St. Rank hold STI as of Q2 2018.

Winch Advisory Services reported no remaining SunTrust Banks, Inc. position as of Q2 2018 after selling out during the quarter.
Winch Advisory Services sold 762 SunTrust Banks, Inc. shares in Q2 2018, an estimated $52K.
Winch Advisory Services first reported a position in SunTrust Banks, Inc. in Q1 2017 and held it in 5 quarters.
Winch Advisory Services's SunTrust Banks, Inc. position peaked at $245K in Q1 2017.
864 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.